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A Fed Pause? ‘More Concerned than Ever About China,’ and The Great Tech Reckoning 1/23/23

A Fed Pause? ‘More Concerned than Ever About China,’ and The Great Tech Reckoning 1/23/23

Noted economist Paul McCulley tells us why a pause in Fed rate hikes would be ‘fully justified.’ Yale’s Stephen Roach is more concerned about China than he’s ever been. And layoffs, AI, search battles, oh my…we dig into the reckoning in tech and what’s next for the likes of Google and Microsoft.

The Exchange

January 23, 202344m 58s

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Show Notes

Noted economist Paul McCulley tells us why a pause in Fed rate hikes would be ‘fully justified.’ Yale’s Stephen Roach is more concerned about China than he’s ever been. And layoffs, AI, search battles, oh my…we dig into the reckoning in tech and what’s next for the likes of Google and Microsoft. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.